
AI Stocks Slide as Data-Center Backlash Sweeps Midterms
AI stocks fell sharply after the midterms as voters backed data-center limits in 40 of 41 measures and Democrats won Texas, Ohio and Georgia governorships.
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Everything Pomegra has published on TSLA: 30 news articles and 14 market briefs, newest first.
Tesla (TSLA) shares closed at $358.22 Friday as Musk said the slow-selling Cybertruck ends in mid-2027.
1d ago
Tesla (TSLA) closed at $385.19 while the Dow jumped 3%, as investors fear probes of Musk's businesses.
Nov 5
Rivian (RIVN) lifted its 2026 delivery target to 67,000–70,000 vehicles as the R2 SUV became its top seller.
Oct 30
Tesla (TSLA) beat profit forecasts with $0.48 a share, but trimmed 2026 spending plans to about $20 billion.
Oct 26
Bitcoin (BTC) failed at $85,000 and erased its Wednesday gain as Brent oil topped $111 and tech shares fell.
Oct 22
SpaceX (SPCX) rose as Tesla gained 3% after Musk said both boards formed merger special committees.
Oct 21
SpaceX (SPCX) Q3 revenue surged 161% to $14.58B as AI and cloud demand revived the AI trade
Oct 21
Tesla (TSLA) is still down 19% in 2026, but Musk's 'Tesla x SpaceX' post fueled merger talk.
Oct 16
Tesla (TSLA) delivered 486,532 vehicles, 24,600 above forecasts, as Shanghai sales grew for an 11th month.
Oct 12
Tesla (TSLA) delivered 486,532 cars in Q3, down 2% from a year ago but above Wall Street estimates.
Oct 5
Tesla (TSLA) is expected to deliver about 462,000 cars in Q3, down 7%, as US and China demand weakens.
Oct 2
Tesla (TSLA) closed at $357.45 as analysts cut Q3 delivery forecasts and its Roadster reveal slipped.
Sep 30
Tesla (TSLA) gains 3% as the long-delayed Roadster opens $50,000 reservations for October 1 reveal.
Sep 22
Tesla (TSLA) faces $139M NHTSA fines over Cybercab safety certification without a steering wheel or pedals.
Sep 16

AI stocks fell sharply after the midterms as voters backed data-center limits in 40 of 41 measures and Democrats won Texas, Ohio and Georgia governorships.

Securitize (NYSE: SECZ) rose about 10% after hours on its third-quarter results, as tokenized assets on its platform grew 9% to $4.8 billion.

Tesla will wind down Cybertruck output at Gigafactory Texas around mid-2027 and refund many deposits, with Cybercab robotaxi production taking the factory space.

Democrats' midterm sweep revived fears of tougher AI data center rules, driving a selloff in Tesla, SpaceX, Palantir and chip stocks and a Nasdaq correction.

AI stocks sank Thursday as the Dow lost 1,833 points and the Nasdaq entered a correction, wiping $1 trillion off big tech. Friday's rebound was partial.

Tesla shares fell 10.77% to $343.69 on Nov. 5 as the Democratic midterm sweep and a 5.5% Nasdaq rout hit AI stocks and clouded Musk's SpaceX merger plans.

Trump Media, Tesla and SpaceX shares fell as Democrats won Congress, even as the Dow gained 3% in the stock market on reduced election uncertainty.

Sunrun, First Solar, Plug Power, Canadian Solar and Nextpower rose 6-8% premarket on Nov. 4 as investors priced in a friendlier Congress for clean energy.

Nasdaq QQQ futures fell as much as 2% and S&P 500 futures 1.3% after Democrats won the House and Senate, lifting AI, data center and fiscal policy risk.

Stock market today: Wall Street holds its breath on midterm results as prediction markets favor a Democratic sweep and Friday's October jobs report looms.
Rivian shares rose 7-8% after Q3 2026 revenue of $2.16 billion beat estimates and the R2 became its best seller, lifting delivery guidance to 67,000-70,000.

Tesla (TSLA) shares closed at $407.46 as SpaceX merger hopes build, though special committees have agreed no terms and a deal needs 50% of all Tesla shares.

General Motors (GM) shares rose about 5% after it said it will move from the NYSE to Nasdaq on Nov. 17, making the automaker eligible for the Nasdaq-100 index.

SpaceX (SPCX) closed a record $40 billion GPU financing for Nvidia chips while its board and Tesla's weigh a merger, reshaping the AI stocks landscape.

Tesla shares rose about 5% to near $392 on Monday after Barclays upgraded TSLA to Overweight with a $450 target and Latvia became the 10th EU state to approve FSD.

SpaceX (SPCX) beat Q3 2026 estimates with $14.6B in revenue, up 161%, but a tech sell-off left the stock up only about 1% for the week despite Musk's $1T target.

The Federal Reserve is set to hold rates at 3.75%-4.00% on Oct. 28, but oil near $117 and 3.7% inflation have futures pricing a December hike at about 70%.

Micron Technology stock rose about 3% premarket Friday as SanDisk gained 4% and SK Hynix 6%, bouncing back from Thursday's steep semiconductor selloff.

The Nasdaq is on track for its worst week since late June, down about 4.5%, as AI financing worries and Brent crude near $110 pressured tech and chip stocks.

A reported $2.8 billion Nvidia and Tesla investment in Samsung Electro-Mechanics revived circular financing fears and hit AI stocks on Thursday, October 22.

Tesla (TSLA) beat Q3 2026 estimates with $0.48 EPS on $28.05B revenue, yet shares slipped about 2% after hours as Tesla cut 2026 capex to roughly $20 billion.

SpaceX stock rose about 8% after its first profitable quarter as a public company, with revenue up 161%, as Musk floated a Tesla merger and lock-ups ended.

Meta and Tesla report Q3 2026 results after the bell today, with Meta's $41B AI capex and negative free cash flow and Tesla's margin squeeze in focus.

GE Aerospace, RTX, GM and United Airlines report Q3 results Tuesday, opening a 70-company earnings week that tests tariff and oil-price pressure on margins.

Meta and Tesla report after the bell Wednesday, with Meta's $130-145B capex guidance and a roughly 15% Tesla earnings decline testing the AI trade.

SpaceX (SPCX) reports third-quarter 2026 results Tuesday, with a first profit expected, as AI debt worries push the stock down about 9% this week to near $146.

Nasdaq 100 futures rose about 1.3% Monday after a 5.5% weekly drop as investors bought the dip ahead of Meta, Tesla and Netflix earnings in a packed week.

TSMC's record third-quarter profit rose 68.7% on AI demand, yet US-listed shares slipped as margins narrowed and Terafab talks with Elon Musk stayed unresolved.

Microsoft's exit from Nscale's Essex data centre over grid delays lands ahead of a $3B IPO and deepens the strain on AI stocks and infrastructure funding.

Meta, Tesla and Netflix report this week among 70 S&P 500 companies, with Meta's 30% Muse-fueled rally putting the AI trade to its sharpest test yet.